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- Tasks: Develop comprehensive financial plans and build strong relationships with advisors.
- Company: TalentAlly is a dynamic firm focused on enhancing advisor-client relationships in financial planning.
- Benefits: Enjoy a hybrid work schedule and opportunities for professional growth.
- Why this job: Join a collaborative team that values innovation and client-centric solutions in finance.
- Qualifications: Bachelor's degree in Finance or related field, CFP certification, and 5+ years of experience required.
- Other info: Travel up to 20% may be required for this role.
The predicted salary is between 42000 - 84000 £ per year.
We are seeking a highly motivated and experienced Senior Financial Planner to support a team of wealth advisors in all aspects of comprehensive financial planning. This role plays a key part in enhancing the advisor-client relationship, driving adoption of financial planning practices, and delivering high-quality, actionable advice. This role is based in our Boston, MA office on a hybrid schedule.
Responsibilities:
- Develop comprehensive financial plans, including data entry, analysis, plan design, and the preparation of detailed written summaries with clear recommendations and next steps.
- Build and maintain strong relationships with advisors to ensure satisfaction and ongoing engagement with planning services.
- Serve as a consultant to advisors on a wide range of financial planning topics, providing guidance that drives efficiency, adoption, and growth.
- Present completed financial plans professionally to advisors and clients as needed.
- Stay current on financial planning concepts, tools, industry trends, and regulatory updates.
- Collaborate effectively with internal teams and cross-functional partners to support a seamless planning experience.
- Partner with management to promote the integration of financial planning into advisor practices.
- Travel up to 20% required.
Qualifications:
- Bachelor's degree in Business, Finance, or related field, or equivalent professional experience.
- CFP certification with a minimum of 5 years of active experience required.
- Minimum of 7 years of experience in financial services, with at least 5 years focused on developing and presenting comprehensive financial plans.
- Deep understanding of financial planning topics including retirement planning, wealth management, risk management, and education funding.
- Experience with financial planning software such as MoneyGuide Pro.
- Proficiency in Microsoft Office Suite, particularly Excel, Word, PowerPoint, and Outlook.
- Strong communication and interpersonal skills with an ability to explain complex financial topics clearly.
- Highly organized with excellent attention to detail and time management skills.
- Collaborative team player with a client-centric mindset.
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Financial Planner employer: TalentAlly
Contact Detail:
TalentAlly Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner
✨Tip Number 1
Network with professionals in the financial planning industry. Attend local finance-related events or webinars to connect with wealth advisors and other financial planners. Building these relationships can give you insights into the role and potentially lead to referrals.
✨Tip Number 2
Stay updated on the latest financial planning tools and software, especially MoneyGuide Pro. Familiarity with these tools can set you apart from other candidates and demonstrate your commitment to staying current in the field.
✨Tip Number 3
Prepare to discuss your experience in developing comprehensive financial plans during interviews. Be ready to share specific examples of how you've successfully built client relationships and provided actionable advice in previous roles.
✨Tip Number 4
Research TalentAlly and their approach to financial planning. Understanding their values and how they integrate financial planning into advisor practices will help you tailor your conversations and show that you're a great fit for their team.
We think you need these skills to ace Financial Planner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning, especially your work with comprehensive financial plans and client relationships. Use specific examples that demonstrate your skills and achievements in this area.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your CFP certification and how your experience aligns with the responsibilities outlined in the job description.
Showcase Relevant Skills: In your application, emphasise your proficiency with financial planning software like MoneyGuide Pro and your expertise in Microsoft Office Suite. Highlight your communication skills and ability to explain complex topics clearly.
Prepare for Potential Questions: Think about how you would answer questions related to your experience in developing financial plans and working with advisors. Be ready to discuss industry trends and how you stay current in the field.
How to prepare for a job interview at TalentAlly
✨Know Your Financial Planning Concepts
Make sure you're well-versed in key financial planning topics such as retirement planning, wealth management, and risk management. Being able to discuss these concepts confidently will demonstrate your expertise and suitability for the role.
✨Showcase Your Communication Skills
As a Financial Planner, you'll need to explain complex financial topics clearly. Practice articulating your thoughts on financial plans and strategies, as strong communication skills are crucial for building relationships with advisors and clients.
✨Familiarise Yourself with Financial Planning Software
If you have experience with financial planning software like MoneyGuide Pro, be prepared to discuss it. Highlight how you've used such tools in your previous roles to enhance efficiency and deliver actionable advice.
✨Demonstrate Your Team Collaboration
This role requires effective collaboration with internal teams and cross-functional partners. Be ready to share examples of how you've worked successfully in a team environment, showcasing your client-centric mindset and organisational skills.
